Create Salesforce opportunities from a webhook
When your checkout, billing, or backend sends a webhook to Notis, it creates a Salesforce opportunity, so real purchases and orders show up in your pipeline without manual entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Orders and purchases happen in your product, but they never surface in Salesforce, so your revenue view lives in one system and your CRM in another.
- Purchase events become Salesforce opportunities without manual logging.
- Your pipeline reflects real revenue activity, not just sales-entered deals.
- Any system that emits a webhook can feed your CRM without code.
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis once from the portal.
- 2Open Automations and add a New Automation named 'Order webhook to opportunity'.
- 3Describe it plainly: 'When an order webhook arrives, create a Salesforce opportunity from its details.'
- 4Select the incoming webhook trigger and choose a channel for run reports.
- 5Fire a test webhook and confirm the opportunity appears in Salesforce.
Questions about this workflow
Can it set the opportunity stage and amount?
Yes. Tell Notis how to derive the stage, amount, and close date from the webhook and it fills them in.
What tools can trigger this?
Any external system or custom backend capable of sending an HTTP request to the Notis webhook.
Do I map the webhook fields?
No. Notis interprets the incoming request from your plain-language prompt, with no field mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Salesforce. A trigger fires from one place; an action lands in another.
Telegram triggers
Salesforce actions
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Telegram and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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